Terms of Service

29.1 Financial Institutions are required under Finance Act 2013, s. 222 (International agreements to improve tax compliance) and the International Tax...

28.1 In the event that we resign or are requested to resign, we will ordinarily issue a formal disengagement letter. This letter will confirm the...

27.1 If we become aware of a dispute between individuals or groups involved in the ownership, control, or management of your organisation, please note...

We will only assist with implementation of our advice if specifically instructed and agreed in writing. Effective Date: 30 July 2025

25.1 Service Commitment...

24.1 We reserve the right to review our fees annually to reflect changes in:...

23.1 Written Advice Prevails...

22.1 No Rights for Third Parties...

21.1 Standard of Care...

20.1 Insofar as we are permitted to do so by law or professional guidelines, we reserve the right to exercise a lien over all funds, documents and...

19.1 We are not authorised by the Financial Conduct Authority to conduct Investment Business. If you require investment business services we will...

18.1 Upon lawful termination of this contract by the Parties in accordance with the termination clauses set out herein, we will provide you with the...

17.1 Commencement of Work...

16.1 Duty of Confidentiality...

15.1 Where the firm provides accounting software in the Cloud, this will be provided by a third party (the ‘Cloud Supplier’). The third party has...

14.1 Precedence of Engagement Letter...

13.1 Intellectual Property Rights...

12.1 General Position...

11.1 Professional Standards...

10.1 Lawful Basis and Purpose of Processing...